I am a self employed bookkeeper who has a new job with a company that are using sage, they generate their own sales invoices on the office computer and I take home all other work and input it on sage from my laptop (both sages are the same account set up by a back-up and restore) at home-can anyone tell me how I can update sage at the office with my work on their computer with my usb pen without deleting any of the new invoices they have entered?
The problem here is that the two computers are running out of sync. assuming you haven't done any work yet I would say you need to take a back-up of their data and say to them that nobody is to touch Sage until I have restored my back up. And then make sure you get the back up to them double quick time! Other than that it may be a question of re-doing the invoices which will be apain if there are a lot!
An alternative is to get set up with 'logmein'. That way you could log into their computer and work on their machine from your home. It may be worth them setting up a separate pc just for Sage since you could only work on it when nobody else was on it (they would have to leave it switched on).
I got some ideas like setting up different access levels for users but I think this is a question you really should phone up sage with to be on the safe side. you don,t want lost data and they are good technical support.I think it depends on the software as well. different solutions for line series or instant accounts.have you got sage cover? phone them, if they say it can,t be done,let me know. with softwares there is always a way around.
attila
-- Edited by attilabenko on Friday 26th of March 2010 10:42:30 AM
what about creating a .csv file of invoices on the company computer before you restore from your usb stick, restore and import the csv file back to the system? anybody any ideas if this is viable?
what about creating a .csv file of invoices on the company computer before you restore from your usb stick, restore and import the csv file back to the system? anybody any ideas if this is viable?
That would be viable providing the version supports export/import of .csv in the invoicing module, but I think something like "logmein" would save time and the possibility of errors.
Depending on the version of Sage you are using, maybe the accountant's link function could be of help. I've not used it myself, but I think you can export data from Sage in the office to a file which you can import onto your data and then re-import when you get back to the office. This avoids the complete restore procedure which overwrites the data and I think just imports the data you have entered.
Maybe someone who has had experience of this will be able to tell you more?
Small things like the bank rec not being restored. Client carried on raising invoices etc, I put some adjustments and journals on and reconciled the bank but then had to re-do on clients computer. It was when accountants link had just come out, anyway although I have the client manager with the link I've not used it since!
I just wouldnt do it this way, you never know where you are with everything, unless you can restore your data before they use it then its not worth it..
